GPS Wealth Strategies Group’s ENVESTNET, INC. ENV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27
| Closed | -$1.69K | – | 1454 |
|
|
2024
Q3 | $1.69K | Hold |
27
| – | – | ﹤0.01% | 1252 |
|
|
2024
Q2 | $1.69K | Hold |
27
| – | – | ﹤0.01% | 1226 |
|
|
2024
Q1 | $1.56K | Hold |
27
| – | – | ﹤0.01% | 1145 |
|
|
2023
Q4 | $1.34K | Hold |
27
| – | – | ﹤0.01% | 1141 |
|
|
2023
Q3 | $1.19K | Hold |
27
| – | – | ﹤0.01% | 1165 |
|
|
2023
Q2 | $1.6K | Hold |
27
| – | – | ﹤0.01% | 1127 |
|
|
2023
Q1 | $1.58K | Buy |
+27
| New | +$1.58K | ﹤0.01% | 1131 |
|
|
2022
Q4 | – | Sell |
-27
| Closed | -$1K | – | 1185 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1098 |
|
|
2022
Q1 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 984 |
|